I
Innform - Create PDF, Word, Excel Documents
Innform connects with Documentero to automatically generate professional documents whenever training activities are completed. With this integration, you can create certificates, reports, or performance summaries in .docx, .pdf, or .xlsx formats directly from your course data. It helps training managers save time by turning learning events into ready-to-share files without manual formatting.
Innform
Documentero
Triggers
Watch Completed Assignment — Triggers when an assignment is completed.
Watch Overdue Assignments — Triggers when an assignment is overdue.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Innform using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Innform using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF training certificates from Innform course completions
Create detailed Excel compliance reports using Innform training data
Export overdue assignment lists from Innform into a formatted document
Generate personalized .docx performance reviews based on Innform activity
Produce monthly training completion summaries in PDF format
Create branded course completion letters directly from Innform events
Export learner progress data from Innform into professional Excel templates
Automatically generate manager-ready training dashboards in PDF from Innform
Create printable feedback forms for learners from Innform results
Generate structured training audit reports using Innform and Documentero
How you can use Innform + Documentero
Generate Course Completion Certificates
Automatically create a PDF certificate in Documentero when a learner completes an assignment in Innform.
Produce Overdue Assignment Reports
Send overdue assignment data from Innform to Documentero and generate a formatted report for managers.
Export Training Progress Summaries
Generate a .docx summary of each learner’s progress whenever they complete a course.
Create Monthly Compliance Reports
Use Innform data to build detailed compliance reports in .xlsx format with Documentero.
Distribute Personalized Feedback Documents
Automatically prepare feedback sheets in PDF format based on assignment results tracked in Innform.
Setup Guides
Zapier Tutorial: Integrate Innform with Documentero
- Create a new Zap in Zapier.
- Add Innform to the zap and choose one of the triggers (Watch Completed Assignment, Watch Overdue Assignments). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Innform trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Innform with Documentero
- Create a new scenario in Make.
- Add Innform to the scenario and choose one of the triggers (Watch Completed Assignment, Watch Overdue Assignments). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Innform trigger.
- Run or schedule your scenario and verify the output.
